Dear, In account, there is the visual schema in the ConnectedTo tab: https://prnt.sc/10q02hg How can I add a relation in this schema from a business process? I cannot find the existing connections in any object and if I try to add a new relationship to the Relationship object, nothing is changed. Kind regards, Vincent
To be able to add or modify relationships via business process please use the object Relationship. It contains a connection for both contacts and accounts and can be used for adding any possible relations between those objects.
Also, the links below can be useful for further working with relationships:
Thanks, is it possible to define negative values? For example, if Lead Contact unsubscribe from a Marketing Campaign, a boolean would be triggered and therefore it will reset the data entry compliance to 0.
Currently I have my Creatio set up to use an individual's person mailbox for sending system emails e.g. the Mailbox for sending email with information on approval. This causes issues, as this persons mailbox gets filled up with sent items which are not appropriate.
We use Office 365 for mail and therefore I wanted to set up a distribution group mailbox (no license consumption) for no-reply@ or creatio.notification@ and use this, but when trying to add the mailbox to Creatio, I need a valid password, for which this account does not have. I obviously can use the Group Delegation feature to allow a Send As account, but again am unsure how I can configure this in Creatio.
For now, distribution group mailboxes are not supported on our platform. I will ask our developers to take into consideration your post and add this functionality in future releases.
Are you able to provide guidance on the method to utilise an O365 non-user account as the email account used to send such notification mails? It is really annoying for a user to see so many 'system' mails in their Sent items, when this is something a service account should be configured to use.
Obviously I would rather not pay for an O365 license just for this function.
First of all understand if it works with FastReport printables, ad if the case:
Could you share, please some tips to populate the parameters? With the documentation provide I have doubt's and, of course, getting errors using it on those parameters specifically:
In the case of FastReport, "Convert to PDF" which value must have?
"File object" is an input parameter or here I get the Id of created attachment? If not which "File object" Id must I provide here?
"Master Column name" is a text, any text? Which is the purpose of this parameter?
"Master column value", I understand is the Id of the record where we want to attach the report on File & Links, for example to an Email, ActivityId?
"Record ID for printable" in the case of an Account printable (for example), the Id of the account from which we need the report?
In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.
I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,
In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons.
Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights.
With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.
I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article
But on a new site (demo) on v 7.17.1 without to modify nothing regarding extensions I can upload without any problem. I report this to Creatio Support, but they ask me to publish the problem here.
When I install the updated package are giving me the following mistakes that I don't understand.
Any idea how to solve it?
2021-04-2118:30:27,256 Errors and(or) warnings occurred while compiling configuration dll
2021-04-2118:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,54) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'and'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'2021-04-2118:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'and'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'2021-04-2118:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'and'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'2021-04-2118:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,49) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'and'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'2021-04-2118:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'and'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'2021-04-2118:30:27,271 C:\Program Files\dotnet\sdk\3.1.301\Microsoft.Common.CurrentVersion.targets(2081,5) warning MSB3243: No way to resolve conflict between "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1"and"EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1". Choosing"EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" arbitrarily.
2021-04-2118:30:35,410 When application installed, an error(s) occured
Unfortunately, the responsible team cannot remove the EPPlus library from the app package. Would you consider removing the library from the other package installed on your site?
While creating a dashboard , to select any contact / owner , Creatio gives the option to choose contact or current contact . If the same dashboard is to be made available for a specific org role or few org roles , how can that be configured ?
We have connected our Asterisk phone system to Creatio. Each incoming call will be displayed on the right side of the telephony section. (Normal operation)
On the other hand, when the person is already in communication, the call switches to all the users and at that moment opens a contact form that cancels everything that was being entered by the users (estimates, activities, ...).
This behavior appears mainly for some numbers of our external collaborators.
For example our logistics department call, the desired extension does not answer, the call then switches to all the other sales people and closes what they were doing.
I suppose that the page is opened by some business process that is triggered by an incoming call. Can you check if you have any processes running right after the call is received?
If that is the case, you can modify the business process by means of adding additional filtration so the page won't pop-up.